Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.39%
3 year
5.95%
5 year
1.98%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
2.48%
Sharpe
2.12
Sortino
5.30
Max drawdown
-9.45%
Best month
3.32%
Worst month
-5.13%
Beta vs VBTLX
0.42
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.